Shelton Wealth Management, LLC
Firm details
- Headquarters
- Fort Worth, Texas
- CRD number
- 312686
- Registered since
- March 3, 2021
- Website
- sheltonwealth.com
- Custodians
- WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI93.33%
- Individuals6.38%
- Charitable Organizations0.22%
- Other0.07%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Shelton Wealth Management, LLC is an independent, SEC‑registered registered investment adviser that serves individual and family clients. Founded as an LLC and registered in 2021, the firm provides financial planning and portfolio management for individuals, small businesses, and institutional/business clients. Its fee arrangements include a percentage of assets under management as well as hourly and fixed fees. Shelton does not position itself as a capital allocator running proprietary funds, and it does not identify as an active ESG investor or a multi‑state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities65%
- Public Funds/Mutual Funds12%
- Investment Grade Corp Bonds9%
- US Government Bonds6%
- Cash & Cash Equivalents4%
Owners & executives
1 of 1
John Fulmer
Chief Compliance OfficerCRD 5775447
Contacts
3 of 3
Brian Shelton
Managing PartnerCRD 1675310
Samuel Shelton
Managing DirectorCRD 6096938
Scott Shelton
Vice PresidentCRD 7372644
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 38Active vs passive
$155M in ETFs
82%
$127M
18%
$28.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| FIRST TRUST ENHANCED SHORT MATURITY ETF (FTSM) | First Trust | Active | Ultrashort Bond | $13M | 218,227 | 8.39% |
Location
Fort Worth, TX
Tarrant
Location
Fort Worth, TX
Headquartered in Fort Worth, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- Tarrant
- Address
- 100 Throckmorton St
- Time zone
- CT (UTC-6)
- Office locations
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